RBC Global Asset Management announces new SRI funds

Two socially responsible investing fund suites are being realigned and renamed

RBC Global Asset Management announces new SRI funds
RBC Global Asset Management (RBC GAM) has announced that effective June 30, the components of its PH&N Community Values Funds and RBC Jantzi Funds that are set to merge will be renamed and become part of its suite of RBC Vision Funds.

“When we first introduced the RBC Jantzi Funds ten years ago, RBC was the first major Canadian bank to offer investors SRI [socially responsible investing] solutions,” said RBC GAM President Doug Coulter. “Over the past decade a growing number of investors have sought out investment solutions with socially responsible mandates. We believe that these options will continue to attract the interest of investors and advisors.”

The name change is pursuant to previously announced mergers of certain PH&N Community Values Funds into RBC Jantzi Funds to streamline RBC GAM’s menu of SRI funds. The funds to be renamed and incorporated into the RBC Vision Funds suite include:

Current Name

New Name

Phillips, Hager & North Community Values
Bond Fund

RBC Vision Bond Fund

RBC Jantzi Balanced Fund

RBC Vision Balanced Fund

RBC Jantzi Canadian Equity Fund

RBC Vision Canadian Equity Fund

RBC Jantzi Global Equity Fund

RBC Vision Global Equity Fund


“The RBC Vision Funds use a process to screen portfolio holdings using SRI criteria,” said Judy Cotte, vice president and head of corporate governance and responsible investment. “As a result, these solutions allow our clients to align their investments with their environmental and social values.”

The Phillips, Hager & North Community Values Bond Fund, which will be renamed the RBC Vision Bond Fund, was capped to new investors on July 4 last year in order to to preserve the portfolio management teams’ ability to fulfil their mandates over the long term. But the fund currently has additional capacity, allowing it to be re-opened to new investors effective June 30.

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